Member Service Associate - Capital East #2 Region

Broadview Group; New York (NY); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Broadview FCU is seeking a motivated Member Service Associate for the Glenmont branch, with support for the Capital East Region. The role focuses on welcoming members, processing transactions, and delivering friendly service to deepen member relationships.

Responsibilities include handling cash, detecting potential fraud, answering questions about products, and promoting self-service resources. A High School Diploma and customer service experience are preferred.

Qualifications

• High School Diploma or GED required or equivalent experience.
• Customer service experience preferred.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs.
• Accurately process financial service transactions while maintaining a cash drawer.
• Act as a first line of defense in detecting and reporting fraud or irregular activities.
• Advocate and build member relationships by engaging in conversations, identifying solutions, and making recommendations.
• Respond to general member inquiries related to products/services, lending, etc.
• Promote awareness and education of self-service resources, including digital channels.
• Actively participate in cross-selling initiatives, campaigns, promotions, and events.
• Seek development opportunities through coaching, mentoring, and training.

Skills

Customer service

Interpersonal communication

Cash handling

Education

High School Diploma or GED

Tools

Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

Job description

ABOUT THE TEAM

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Glenmont Branch; however, you will support the branches within our Capital East #2 Region.

WHAT YOU’LL DO

• Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs.
• Accurately process financial service transactions while maintaining a cash drawer.
• Act as a first line of defense in detecting and reporting fraud or irregular activities.
• Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship.
• Respond to general member inquiries related to general information, products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner.
• Promote awareness and education of self-service resources, including all digital channel offerings.
• Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals.
• Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities.
• Achievement of goals and objectives provided by management.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

LET’S TALK IF YOU

Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. Have excellent interpersonal skills. Are flexible to work out of any location at any time, as business needs dictate. Have the ability to lift at least 10 pounds and stand for long periods of time.

TO THRIVE AT BROADVIEW YOU NEED

Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.

At Broadview FCU, your career is so much more than a job. Grow personally and professionally with access to opportunities to apply your strengths and unleash your potential. Broadview’s success is propelled by every employee. As we work together to serve members and our communities, our collective talents produce superior financial solutions and exceptional service that are uniquely Broadview FCU.